Syncing and refreshing data in the iOS app


 

When you log in to the SOS Inventory iOS app for the first time, the web app knows it and will begin the process of loading data to your device automatically. Once the initial sync is complete, communication between the iOS and web apps occurs thereafter in real time every time you save a transaction, item, customer, vendor, or other data. However, you do need to refresh your iOS app’s screen to see the web app’s most current information.

 

If your business has configured the web version of SOS Inventory for automatic syncing with QuickBooks Online, any new or updated data that is saved in the iOS app will sync with QuickBooks at its regularly scheduled interval. You can perform a manual sync with QuickBooks Online by going to the Tools menu and selecting Sync with QuickBooks.

 

Refreshing data in the iOS app

The SOS Inventory iOS app offers four different types of refreshes, each tailored to the type of data refresh you desire: (1) an individual list; (2) an individual record (transaction, item, customer, or vendor); (3) all lists; and (4) static data.

 

Refreshing an individual list or record. When you are viewing an individual list or record, use a downward swipe gesture on the touchscreen to refresh the list or the data in a record. A spinner will appear while the refresh is in progress.

 

Refreshing all lists. To obtain the most comprehensive refresh, go to the Tools menu and select Update Cache. This will update all data in the app except static data.

 

Refreshing static data. Some data—such as locations, units of measure, price tiers and settings—do not change very often. Most static data will correspond to features under the web app’s Settings menu, as well as the Miscellaneous section of the Company Menu. If you desire to refresh static data in the iOS app, go to the Tools menu and select Refresh static data.

 

edit_noteNOTE: The iOS app allows only the refreshing of static data so that it matches the information contained in the web app. Any modifications to settings or other static data must be performed in the web app.

 

Was this information helpful?
-